Welcome to the Young Financial Planner Awards 2025

Money Marketing is proud to launch a brand-new awards dedicated to recognising and celebrating the rising stars of financial planning. The Young Financial Planner Awards 2025 (YFPAs) shine a spotlight on those just starting their journey in the profession. Whether you're a graduate trainee, a young administrator, or paraplanner/financial planner, bringing fresh thinking to the industry these awards are your chance to be recognised for your passion, potential and impact. The YFPAs also provide categories for team recognition as well as certain specialisms such as marketing and sustainability and social responsibility.

We are all aware that the financial advice sector is at a crossroads. With so many experienced advisers set to exit the profession over the next few years, and a noticeable lack of young new talent entering, it isn’t clear  where the planners and support staff of tomorrow will come from, yet it is vital that they come through.

Financial planning isn’t a job you easily fall into - it takes time to get qualified and gain the experience required to help change clients’ lives. Therefore, it is even more vital that the YFPAs recognise and champion the early careerists in our profession who are making a difference and showing exceptional promise.


Proudly sponsored by


Brooks Macdonald Group plc is a leading provider of wealth management services in the UK.

Proudly serving IFAs and clients since 1991, Brooks Macdonald is independent, financially strong, and aims to deliver strong and consistent investment performance for clients to meet their financial objectives. Brooks Macdonald provides innovative investment solutions to support IFAs and their clients throughout their entire lives as needs and circumstances change. The company is recognised as an innovator in the industry having been one of the first to develop and launch key products such as Managed Portfolio Service.

Realising Ambitions. Securing Futures. We are Brooks Macdonald.

How to enter

Think you or someone you know has what it takes to be one of the brightest rising stars in financial planning?

Here’s how to get involved:


Step 1: Choose Your Categories

Start by exploring the award categories and deciding where your strengths shine. Whether you're a client-facing adviser or supporting the financial planning process as an administrator or paraplanner, there is a category for you. We have also included categories covering marketing and sustainability expertise.

Eligible Roles:

We welcome entries from anyone working in UK-based financial planning services. That includes roles in:

• Financial advice
• Paraplanning
• Administration
• Marketing and communications
• Sustainability

Whether you're just getting started or already showing leadership potential, we want to hear from you.

All entrants must be aged 35 or under.


Nomination Limits: You can be nominated in up to a maximum of three categories, so don’t be shy about putting yourself forward where you think you belong.

Please ensure you carefully review the entry criteria for your category.


Step 2: Submit Your Entry

Each entry will involve a short online submission form via a series of questions where you'll highlight key achievements, impact, and innovation, share your vision for the future of financial planning and most importantly, why you believe you deserve your award.

You can nominate yourself or a colleague, and we strongly encourage peers and managers to support rising talent by making nominations too.

All eligible and verified entries will create a shortlist, which will be announced online in late July.

All categories are now closed for entry.

Step 3: Shine in Front of Industry Leaders

Shortlisted nominees will be reviewed by a panel of expert judges in early September from across the financial services industry and create a shortlist of the strongest candidates.

The judges seek candidates with a passion for positive change in their workplace, sector, or client outcomes. Candidates should provide evidence that they go above and beyond in their roles. The awards focus on achievements from the past 18 months, with particular emphasis on accomplishments since June 2023.

It’s your chance to showcase your skills, your passion for the profession, and your potential to shape the future.


Step 4: 

The winners will then be selected and announced exclusively at an afternoon ceremony after MMI London conference on Thursday 9 October.

All attendees will be able to attend the conference during the day and will be CPD-accredited.

Congratulations to the 2025 Shortlist!


We’re delighted to reveal the shortlist for the 2025 Young Financial Planner Awards! Congratulations to all the nominees from the Money Marketing team.

We look forward to celebrating our finalists and winners on Thursday 9 October at Convene, 155 Bishopsgate. If you would like to join us, please register to attend the MMI London conference by clicking here.

YFPA 2025 SHORTLIST

Emerging Talent of the Year – Graduate trainee

Francine Kelly, The Private Office

Imogen Edwards, Humboldt Financial

Jamie Haines, Strategic Solutions Chartered Financial Planners

Joseph Green, Lathe & Co Wealth Advisers

Katy Gordon, The Private Office

Matt Harris, NOVA Wealth





Young Administrator of the Year

Amy Riddell, Brooks-Sport

Beth Herbert, The Private Office

Hasna Sahul Hameed, Lucent Financial Planning

Jade Andrews, TrinityBridge

Jasmine Clarke, Lucent Financial Planning

Joely Barnes, The Private Office

Lauren Stone, Mathews Comfort Financial Services

Monica Lago Serrudo, Brooks-Financial

Naomi Lewis, NOVA Wealth

Olivia Cox, Titan Wealth Planning

Young Financial Planner of the Year (East & West Midlands)

Adam El Ouafi, PIA Wealth Management

Aimee Hogg, Furnley House

Cameron Powell, Succession Wealth

Cavan Halley, Parallel Wealth Management

Christopher Pond, Belmayne Independent Chartered Financial Planners

Dean Poulson, Britannic Place Financial Management

Ellie Pemberton, Lucent Financial Planning

Keely Woods, Lucent Financial Planning

Matt Hughes, Furnley House

Nathan Munt, Brooks Financial

Shane Julian, Brancaster House Financial Planning

Young Financial Planner of the Year (London & Greater London)

Connor Read, City Asset Management

Dan Burrows, NOVA Wealth

Emilija Burbuleviciute, Humboldt Financial

Freddie Gill, Brooks Macdonald

Kristian Manton, Octopus Money

Lauren O'Loughlin, NOVA Wealth

Luke Neves, The Penny Group

Ruben Lo, Quantum Financial Planning

Scott Millar, Finova Money

Sundeep Hothi, Burlington Associates


Young Financial Planner of the Year (North East & West, Scotland & N. Ireland)

Charles Singlehurst, Brooks Financial

Dani-Rose O'Ryan, Invest Retire Protect - AR of M&G Wealth Advice

Edward Backhouse, Brooks Financial

Hannah Robinson, Bartlett Wealth Management

Jake Crossley, Phil Anderson Financial Services

Lily Bell, Rise Wealth

Lottie Kent, True Financial Design

Ryan Milne, Kate Bailey Financial Planning

Saleena Khan, Hauxwell Wealth Management



Young Financial Planner of the Year (South East & West)

Andy Thomas, AJT Financial Planning

Clara Metcalfe, Ovation Finance

Daniel Hawes, Kubera Wealth

Frankie Sutton, Succession Wealth

James Graham, Succession Wealth

Jonathan Hickson, Strategic Solutions Chartered Financial Planners

Jonathon Bithell, Hoxton Wealth

Matthew Machan, Machan Wealth Management

Matthew Swiggs, Benchmark Financial Planning

Nathan Steele, Heritage & Co


Young Financial Planning Team of the Year

Bespoke-Advice Financial Planning Team

Bionic Planning Team, Titan Wealth Planning

Imogen Edwards, Emilija Burbuleviciute, Elliott Simmonds & Harrison Thomas, Humboldt Financial

Luke James, Keely Woods & Ellie Pemberton, Lucent Financial Planning

Ronni Cook, Chartwell Financial Planning

Strategic Solutions P-Team, Strategic Solutions Chartered Financial Planners

Young Marketing Specialist of the Year

Andreia Martins, Lathe & Co Wealth Advisers

Aya Saadaoui, St. James's Place

Ben Gale, Fidelius

James Proctor, Beacon Wealth Management

Young Paraplanner of the Year

April Sargeant, Titan Wealth Planning

Brad Sheridan, BRI Wealth Management

Daniel Lock, Strategic Solutions Chartered Financial Planners

Jordan Bush, Lathe & Co Wealth Advisers

Jordan Laight, BRI Wealth Management

Rachael Martin, Strategic Solutions Chartered Financial Planners

Raveen Uppal, Rathbones

Sam Wright, Five Wealth

Scott Ballard, Lucent Financial Planning

Categories

View the categories and criteria below. Our judges will review entries and compile a shortlist.

If you have any queries, please get in touch with Megan Trappitt.

Entries closed on Friday 20 June - Thanks to everyone who submitted their entries for the Awards!

This award recognises an individual who has demonstrated exceptional initiative and delivered tangible, positive outcomes for their business. Their proactive approach and commitment to excellence have created enduring benefits, significantly enhancing training efficiency. In a short time, they have built trust and respect through their dedication, professionalism, and reliable support.

This item is not available

Emerging Talent of the Year – Graduate trainee

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please show evidence of tangible outcomes you have delivered within the first 12–18 months of your role.
  2. Provide examples of where you have proactively engaged beyond your core responsibilities.
  3. Describe any improvements you have made to training or onboarding efficiency.
  4. Include positive feedback or testimonials that highlight your professionalism and reliability.
  5. Demonstrate how you have earned trust and respect through your initiative and consistent support.

This award recognises an individual who has demonstrated exceptional initiative and delivered tangible, positive outcomes for their business. Their proactive approach and commitment to excellence have created enduring benefits, enhancing business efficiency. In a short time, they have built strong internal relationships, fostering trust and respect through their dedication, professionalism, and reliable support.

This item is not available

Young Administrator of the Year

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please provide evidence of how you have improved processes or introduced time-saving initiatives.
  2. Share examples of instances where you have gone above and beyond your core duties.
  3. Describe how you have built strong internal relationships and supported cross-team collaboration.
  4. Provide details of the impact your work has had on business operations or efficiency.
  5. Include feedback or testimonials from colleagues or managers that reflect your dedication and reliability.

This award recognises an individual who has demonstrated outstanding initiative and delivered measurable value to their organisation. They have made impactful contributions with lasting benefits, showcasing a clear commitment to business growth and client success. In a short time, they have developed meaningful client relationships, earning trust and respect through their expertise, dedication, and interpersonal skills.

This item is not available

Young Financial Planner of the Year

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please share examples of client outcomes that demonstrate the value of your financial planning.
  2. Provide evidence of how your work has contributed to business growth or client retention.
  3. Describe how you have built meaningful relationships with clients and colleagues.
  4. Detail any innovations or improvements you have introduced to planning processes or client service.
  5. Include testimonials or feedback that highlight your expertise, professionalism and impact.

This award celebrates an outstanding team of young professionals within a financial planning business who, with similar levels of experience, have collaborated effectively to address key business challenges. We are looking for a team that exemplifies unity, problem-solving abilities, and innovation in achieving their goals. Entries should include a clear account of the team’s initial objectives, the strategies they employed, and the successful outcomes, showcasing their positive impact on the organisation and its clients.

This item is not available

Young Financial Planning Team of the Year

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please outline your team’s goals, the challenges you faced and how you addressed them.
  2. Describe how your team collaborated and shared responsibilities to deliver results.
  3. Provide measurable evidence of the team’s impact on the business or its clients.
  4. Share examples of innovative approaches or creative problem-solving used by the team.
  5. Include supporting feedback or testimonials that reflect your team’s effectiveness and contribution.

This award recognises an individual who has introduced innovative strategies to drive client engagement and business growth. Through creative marketing initiatives—including social media and other channels—they have successfully attracted and retained clients, enhancing the organisation’s visibility and reputation. They will demonstrate a strong understanding of how marketing can connect an organisation with new and existing clients, backed by clear examples of successful campaigns and measurable results.

This item is not available

Young Marketing Specialist of the Year

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please provide details of marketing campaigns you have led, including objectives, approach and measurable results.
  2. Share examples of creative or innovative marketing strategies you have developed.
  3. Demonstrate your understanding of the target audience and your use of appropriate channels.
  4. Describe the impact your work has had on business visibility, client engagement or growth.
  5. Include feedback or recognition from colleagues or management that highlights your contribution.

This award recognises a paraplanner who has exhibited exceptional initiative, contributing meaningful value to their team and business. Their work has created lasting, positive impacts, demonstrating dedication to the organisation’s growth and success. They have established strong relationships, building trust and respect through their accuracy, reliability, and commitment to excellence in financial planning support.

This item is not available

Young Paraplanner of the Year

Entry Form Criteria

All entrants must be aged 35 or under.

Entrants should:

  1. Please provide examples of complex planning work you have delivered and how it added value.
  2. Describe how you have taken initiative to improve technical standards, processes or templates.
  3. Share how you have built strong working relationships with advisers and team members.
  4. Demonstrate how your work has supported planning strategies, compliance or business success.
  5. Include feedback or testimonials that reflect your accuracy, reliability and professional commitment.

Key Dates

MAY

Entries open on 20 May: Colleagues and individuals can nominate themselves or others within the industry.


JUNE

Entries close 11.55pm, Friday 20 June: All submissions will be collated and verified  to proceed to the judging round.


JULY/AUGUST

Judging: A panel of expert judges from across the financial services industry will review all submissions and create a shortlist of the strongest candidates.

The shortlist will be announced in August.


OCTOBER

Awards: All shortlisted nominees will be invited to attend the awards ceremony, where we will announce the winners, from 4pm on Thursday 9 October (after the MMI London conference!).

Good luck to all nominees!

Venue

Convene
2nd floor, 155 Bishopsgate, Liverpool Street
London, EC2M 3YD

Tel: 020 3735 4400
Convene website

Located in the heart of the City and a short 2-minute walk from Liverpool St Station.

Click here for directions to the venue.

At Money Marketing, we recognise our responsibility to contribute to a sustainable future. We are committed to integrating environmental considerations into our business practices and the event spaces we choose. Please see Convene's sustainability roadmap here.


Accommodation

Details of preferential hotel rates in the area will be available soon.

Plan your journey to London